Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Young Spendthrifts
By Kara P. StapletonYoung people are not saving for their future. Drs. Christopher Thornberg and Jon Haveman of Beacon Economics, based in Los Angeles, released a study in...
November 01, 2006
300 Million, and ChangingThe Census Bureau made the announcement on October 17 that the population of the United States crossed the 300 million threshold. The makeup of the...
November 01, 2006
Know Your OptionsWhile things have been pretty quiet since the tech boom of the 1990s, stock options are in the news again. Today, ongoing investigations related to...
November 01, 2006
Keeping Uncle Sam at BayWhile mainstream and casual investors alike remain largely oblivious to the negative impact taxes can inflict on the performance of an investment portfolio, savvy advisors...
November 01, 2006
A Law With an Immediate EffectEnacted by Congress in an effort to address perceived shortcomings in the bankruptcy system, the Bankruptcy Abuse Prevention and Consumer Protection Act of 2005 (BAPCPA)...
October 08, 2006
ACLI And Jenner Part WaysThe American Council of Life Insurers, Washington, and Greg Jenner, executive vice president, taxes and retirement security, for the last 18 months, have severed ties.An ...
October 08, 2006
ACLI And Jenner Part WaysThe American Council of Life Insurers, Washington, and Greg Jenner, executive vice president, taxes and retirement security, for the last 18 months, have severed ties.An ...